FE

Financial Engines Advisors L.L.C.

13F
Financial Engines Advisors L.L.C.
Last update 2025-05-12 429 Stocks (22 new)
Value $46.62 Bil Turnover 1 %
Countries:
Top Holdings: SPMB(8.69%)SPYV(8.63%)SCHF(7.23%)IGIB(6.48%)VUG(5.81%)
Summary Stock Picks Current Portfolio
Financial Engines Advisors L.L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
183,658,709
4,049,674.9
+0.47%
8.690
+0.04%
68.860
+0.32%
+1.39%
6,088.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
78,809,775
4,024,814.9
+0.76%
8.630
+0.07%
15.650
+17.22%
+3.40%
26,992.9
 
SCHF
Schwab International Equity ETF
170,365,624
3,369,832.3
-1.17%
7.230
-0.08%
7.750
+24.32%
+19.35%
48,907.2
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
57,564,399
3,023,281.8
+1.24%
6.480
+0.08%
20.510
+3.81%
+4.65%
15,284.9
 
VUG
Vanguard Growth ETF
7,299,386
2,706,758.2
-3.92%
5.810
-0.26%
1.830
+33.03%
+6.79%
163,248.0
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
65,209,436
2,374,275.4
-2.30%
5.090
-0.11%
9.920
+23.76%
+18.43%
27,054.6
 
XT
ISHARES TRUST
34,305,434
1,974,621.0
-1.07%
4.240
-0.05%
65.280
+32.25%
+10.53%
3,438.7
 
IWD
iShares Russell 1000 Value ETF
8,759,085
1,648,109.7
-2.82%
3.540
-0.10%
2.660
+17.32%
+5.72%
64,068.1
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
19,696,376
1,582,998.0
-2.14%
3.400
-0.08%
5.140
+32.45%
+8.24%
37,720.2
 
KOMP
SPDR S&P Kensho New Economies Composite ETF
SPDR S&P Kensho New Economies Composite ETF
33,251,698
1,545,870.9
-0.62%
3.320
-0.02%
76.790
+36.05%
+9.36%
2,348.3
 

Financial Engines Advisors L.L.C.'s Historical Top Holdings Breakdowns

Financial Engines Advisors L.L.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.26%
●
369.1 ($404.54) 427.61
$438.32
8.35%
Reduce -3.92%
7,299,386
-297,806
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Reduce
Reduce
-0.12%
●
25.77 ($26.84) 27.6
$27.94
4.10%
Reduce -3.81%
53,252,688
-2,108,084
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-0.11%
●
33.84 ($36.14) 37.77
$40.42
11.84%
Reduce -2.3%
65,209,436
-1,534,510
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.10%
●
182.82 ($190.45) 196.21
$195.72
2.77%
Reduce -2.82%
8,759,085
-253,994
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.09%
●
24.91 ($27.39) 29.02
$29.18
6.54%
Reduce -4.03%
38,186,941
-1,601,626
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.08%
●
102.49 ($112.84) 119.96
$112.02
-0.73%
Add 4.2%
8,726,309
351,591
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.08%
●
50.82 ($51.94) 52.7
$52.68
1.42%
Add 1.24%
57,564,399
706,285
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.08%
●
18.36 ($19.62) 20.51
$22.08
12.54%
Reduce -1.17%
170,365,624
-2,015,715
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.08%
●
80.05 ($87.3) 92.39
$95.14
8.98%
Reduce -2.14%
19,696,376
-430,339
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Add
Add
+0.08%
●
25.54 ($26.65) 27.64
$25.94
-2.66%
Add 2.77%
48,006,634
1,295,230

Financial Engines Advisors L.L.C. Total Holding History ($B)

To

Financial Engines Advisors L.L.C.'s Asset Allocation

To

Financial Engines Advisors L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Engines Advisors L.L.C.'s Hypothetical Growth since 2025-03-31

Financial Engines Advisors L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Engines Advisors L.L.C.'s Holdings Heat Map

Size field:

Financial Engines Advisors L.L.C.'s Holdings Bubble Chart

Financial Engines Advisors L.L.C. News

  • 1

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